Peak Financial Management’s HubSpot HUBS Stock Holding History

Peak Financial Management’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-580	Closed	-$233K	–	101
2025 Q4	$233K	Hold	580	–	–	0.06%	91
2025 Q3	$271K	Hold	580	–	–	0.07%	80
2025 Q2	$323K	Sell	580 -210	-27%	-$123K	0.09%	70
2025 Q1	$451K	Sell	790 -4	-0.5%	-$2.81K	0.14%	56
2024 Q4	$553K	Buy	794 +100	+14%	+$64.3K	0.17%	52
2024 Q3	$369K	Sell	694 -21	-3%	-$10.5K	0.11%	68
2024 Q2	$422K	Sell	715 -15	-2%	-$9.2K	0.13%	59
2024 Q1	$457K	Sell	730 -41	-5%	-$24.6K	0.15%	56
2023 Q4	$448K	Hold	771	–	–	0.15%	54
2023 Q3	$380K	Buy	+771	New	+$403K	0.14%	52

Other funds holding HUBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Management's HUBS Position: Q1 2026 in Review

Peak Financial Management sold out of HubSpot (HUBS) in Q1 2026, closing a stake of 580 shares — an estimated $233K sold.

Peak Financial Management first reported a position in HUBS in Q3 2023 and held it in 10 quarters. The position peaked at $553K in Q4 2024. 676 funds tracked by Wall St. Rank hold HUBS as of Q1 2026.

Peak Financial Management reported no remaining HubSpot position as of Q1 2026 after selling out during the quarter.
Peak Financial Management sold 580 HubSpot shares in Q1 2026, an estimated $233K.
Peak Financial Management first reported a position in HubSpot in Q3 2023 and held it in 10 quarters.
Peak Financial Management's HubSpot position peaked at $553K in Q4 2024.
676 funds tracked by Wall St. Rank held HubSpot as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.